Kent Wolever is a financial advisor with Morgan Stanley in Tulsa, Oklahoma, holding the CFP® designation and Series 66 license. He has 17 years of industry experience, including nine years at Edward Jones prior to joining Morgan Stanley and its affiliate private bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Cheryl Palmiter Ekaitis is a financial advisor with UBS Financial Services in Tulsa, Oklahoma. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., Merrill, and Consolidated Fabrication and Constructors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

Christopher Riley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on providing personalized wealth management strategies. He has over 15 years of experience in the financial services industry, having started his career as a derivative specialist and market maker on the floor of the American Stock Exchange with Susquehanna International Group. He later worked with healthcare-related investment banks managing institutional relationships involving research, trading, and derivative strategies. Christopher holds a Bachelor's Degree from the University of Pennsylvania and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach centers on building enduring personal relationships by delivering exceptional service and employing a goal-oriented and disciplined wealth management process tailored to adapt to changing economic conditions. He is a lifelong resident of Morristown and actively volunteers with organizations such as Friends of Foster Fields. Outside of work, Christopher enjoys outdoor activities including skiing and golf, and he is involved in charitable activities as well as supporting his alma maters, Delbarton School and the University of Pennsylvania.

Nicholas Cordle is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines advisory services with additional offerings such as wrap programs and affiliated broker-dealer operations.

Perry Smith is a financial advisor with LPL Financial based in Tulsa, OK, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with LPL Financial since 1999 and operates under the Smith Financial Group DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various investment strategies.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Tulsa, OK, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has been with MML Investors Services since 2001 and MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves as president of the ORU Golden Eagle Club, supporting the athletic department and its athletes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop personalized client strategies.

Steve Jelley is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding member of Jelley, Udrisky & Associates. He has been with Merrill Lynch since 1990, focusing on designing and implementing customized wealth management strategies for high net worth families, business owners, and retirees. Steve employs a Goals-Based Wealth Management approach to develop strategies that align with clients' needs, goals, and priorities. He is also a qualified Portfolio Manager and manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Steve holds a bachelor's degree from Oklahoma State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). His team has been recognized by Forbes as a Best-in-State Wealth Management Team for multiple years, and Steve himself has been named to Forbes Best-in-State Wealth Advisors list for seven consecutive years, as well as Barron's Top 1,200 Financial Advisors for ten consecutive years. He was also named to the Financial Times Top 400 Financial Advisors in 2017. Beyond his professional work, Steve has been involved in various volunteer roles including with the American Heart Association, Jenks Public Schools, Oklahoma State University Mentoring Program, Sigma Nu Fraternity, United Way, and the Oklahoma State University Foundation Board of Governors. He is a former member of the Cedar Ridge Country Club Board of Directors and has received the Bank of America President's Volunteer Service Award in 2023 and 2024.

Richard Wheeler is a financial professional with Cetera, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked with Cetera since 2019 and serves as a board member of Plumbline Ministries. Wheeler is also affiliated with Summit Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, including access to third-party managers and multi-manager platform options.

Kristopher Wright is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Hines Securities, Inc., Richemont, and Apple Inc. He is based in Tulsa, OK. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management delivered by a network of advisors who use proprietary research and model-based allocations tailored to client goals and risk tolerances.

Christopher Cary is a financial advisor at Morgan Stanley with four years at the firm and a total of two years in the industry. He holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley, he was self-employed for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning services.

Jeffrey Schuman is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and previously worked at Grant Thornton. He is also an associate employee at The Advsors, a support company in Edmond, Oklahoma. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging firm research and a broad affiliate network to support tailored client solutions.

Charles Younger is a financial advisor with Morgan Stanley in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member for Stone Cemetery in St. Joe, Arkansas. Morgan Stanley Wealth Management provides comprehensive advisory programs to both individual and institutional clients, offering tailored financial and estate planning services. The firm employs a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Norman Fisher is a financial advisor with UBS Financial Services in Tulsa, OK, holding a Series 63 designation and 45 years of industry experience. He has been with UBS since 2009. He serves on the board of The First Tee of Tulsa, a nonprofit organization focused on youth development through golf. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations in its advisory approach.

Kaci Skidgel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been associated with Cetera since 2013 and also leads Summit Capital Ventures, Inc. outside of her advisory role. Skidgel serves on several nonprofit and community boards, including Goodwill Industries of Tulsa and the Tulsa Regional Chamber. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and features a multi-manager platform with access to affiliated and unaffiliated investment managers.

Terrell Pohlmeier is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he serves as the treasurer for Boy Scouts Pack 903, managing the pack’s funds. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory solutions, combining proprietary research and model-based asset allocation to tailor financial plans to clients’ goals and risk tolerances.

Terry Collier is a Wealth Management Advisor with Merrill Lynch Wealth Management in Tulsa, Oklahoma. He has been with Merrill Lynch since 1990, following nine years of experience in Oklahoma banking. Terry holds a Bachelor of Business Administration degree with a concentration in management from the University of Oklahoma, where he was a member of the men’s golf team. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1999 and holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With over 40 years in the financial services industry, Terry focuses on total wealth management and specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. He applies a defined process with each client to understand their specific situations, establish objectives, develop appropriate strategies, provide recommendations, and regularly review progress toward financial goals. Terry works closely with clients to ensure that their financial plans align with their personal circumstances. Terry resides in Tulsa with his wife, Debra, and has two grown daughters who are also financial advisors and members of the CPL team. Outside of his professional work, he enjoys gardening, golfing, and hiking.

Kenneth Giager III is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Gierer Wealth Management, First Financial Equity Corporation, and Arvest Wealth Management. Outside of his advisory work, he serves as president of Giager Wealth Management, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Jimmy Mc Bee is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Financial Planning Resources, International Insurance Brokers, and Murphy USA. He is also a commissioned notary, an activity unrelated to investment advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Brent Keith is a financial advisor with LPL Financial in Owasso, Oklahoma, holding the ChFC® designation and Series 63 license with 25 years of industry experience. He has been with LPL Financial since 2011 and is also associated with First Bank of Owasso where he has worked since 2003. Brent serves as a nonprofit board member for the Oklahoma Department of Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ann Marie Mcriley is a financial advisor with UBS Financial Services in Tulsa, OK, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.